Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,409 | $68,398-65.8% | $94,664-75.3% | $75,173-68.9% |
| Participation rate | 87.5% | 76.1%+11.4pp | 80.8%+6.7pp | 67.2%+20.3pp |
| Annual return | 27.85% | 616.72%-588.9pp | 156.84%-129.0pp | 160.72%-132.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,206 | $6,537+56.1% | $7,417+37.6% | $4,126+147.3% |
| Admin fee / account holder | $8,296 | $5,324+55.8% | $7,222+14.9% | $5,651+46.8% |